The Financial Checkup

OMA Insurance
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The Financial Checkup is devoted to improving the financial wellness and retirement readiness of physicians and their spouses. OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you this podcast series featuring top financial questions and retirement stories from your fellow physicians.

  1. 2022-12-13

    Maximize Retirement Income

    Episode 20 of the Financial Checkup podcast explains how getting a second opinion on your investments can help you unlock more retirement wealth. This episode features special guests, Yash Khubchandani, an Advantages Retirement Plan™ Specialist and Alex Mazer, co-CEO of Common Wealth Retirement - plan administrator of the Advantages Retirement Plan™.

    26 min

  2. 2022-10-25

    Learning to build foundational savings earlier in your career

    Hear how to build foundational savings behaviours with special guest speaker Alex Young Soo Lee. Alex is a fellow medical student at the University of Ottawa and the Director of Student Affairs at CFMS. He is passionate about investing and building a robust savings portfolio all while navigating medical school.

    20 min

  3. 2022-10-11

    Preparing for Retirement Featuring Dr. Rose Zacharias

    What will retirement look like for you? In Episode 18 of the Financial Checkup, we talk with Dr. Rose Zacharias, president of the OMA. She shares what retirement looks like to her and how she’s preparing for the retired life.

    10 min

  4. 2022-08-16

    Unpacking responsible, sustainable investing

    In episode 17 of the Financial Checkup, BlackRock - the world’s largest asset manager and investment partner for the Advantages Retirement Plan™ - discusses upcoming changes to its target date funds to include a stronger emphasis on ESG (Environmental, Social and Governance) factors.

    14 min

  5. 2022-08-10

    Optimize retirement savings with target date funds

    In episode 16 of the Financial Checkup, BlackRock – the world’s largest asset manager and investment partner for the Advantages Retirement Plan™ – explains what target date funds are and how they can help you automatically grow your savings over time while keeping fees low.

    9 min

  6. 2022-07-20

    Understanding market downturns with BlackRock

    In episode 15 of the Financial Checkup, BlackRock - the world’s largest asset manager and partner for the Advantages Retirement Plan™ - discusses market ups and downs, the impact of the pandemic, and how target date funds help you weather market volatility.

    14 min

  7. 2022-06-02

    Part Two: Get your retirement plan on track

    In episode 14 of the Financial Checkup, the Advantages Retirement Plan™ Specialists, Yash Khubchandani and Guillermo Nafarrate, go through a retirement planning checklist for physicians and respond to live questions submitted by OMA members.

    11 min

  8. 2022-06-02

    Part One: Get your retirement plan on track

    In episode 13 of the Financial Checkup, we hear the Advantages Retirement Plan™ Specialists, Yash Khubchandani and Guillermo Nafarrate, address common retirement planning challenges and explain how the Advantages Retirement Plan™ helps physicians and their spouse/common-law partner meet their retirement goals.

    17 min
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About

The Financial Checkup is devoted to improving the financial wellness and retirement readiness of physicians and their spouses. OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you this podcast series featuring top financial questions and retirement stories from your fellow physicians.

Information

  • Creator
    OMA Insurance
  • Years Active
    2021 - 2022
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © 2024 The Financial Checkup
  • Show Website
    The Financial Checkup